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Providing retirement planning solutions for people in public education, mission-driven organizations, and individuals and families for more than 30 years.

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Member Profiles

  • Individual Investor
  • Educational Employee
  • Nonprofit Employee

Retired Attorney

Practicing as an attorney for more than 40 years didn’t guarantee this retired lawyer was managing his own finances well. Five years before he decided to retire, he met with his PlanMember Financial Professional to develop a long-term investment strategy. Now they meet regularly to ensure his investments stay on track with his financial needs.

  • Years working
    42
  • Retirement age
    69
  • Annual income
    $97,000
    Annual income
    $97K

Kindergarten Teacher

This educator was working as a public school teacher for several years without really knowing what her 403(b) plan provided and what impact it might have on her future. Her PlanMember Financial Professional explained the opportunities available and showed her how to save for a retirement that would have the best chance to support her goals.

  • Years working
    5
  • Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K

Nonprofit Executive

When her grandchildren were born she wanted to spend time with them, but this nonprofit executive didn't think she had enough saved to support herself. Her PlanMember Financial Professional showed her how to reallocate the money she had in her employer-sponsored plan so that she could retire immediately.

  • Years working
    29
  • Retirement age
    62
  • Annual income
    $85,000
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.

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  • 2

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  • 3

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  • 4

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